Samuel E Alheit
Investment adviser representative at Advantage Investing, Inc.
11 yearsExperience
1 stateRegistered in
$138.9MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Advantage Investing, Inc.Jun 2025 to now
- Pathway PerformanceOct 2024 to now
- Fitzwilliams FinancialAug 2024 to May 2025
- Lynchburg CollegeAug 2019 to Jul 2024
- Indian River High SchoolSep 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Advantage Investing, Inc.
$138.9MAssets managed
372Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8121145
- Firm CRD
- 116059